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  "documentTitle": "Harmony Biosciences (HRMY)",
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  "presentationDate": "2023-03-28 00:00:00",
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  "notes": "The slide presents anecdotal evidence from four specific prescribers, highlighting skepticism, reimbursement hurdles, and varying levels of adoption.",
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      "text": "I know it doesn't fully work. It's just part of the cocktail, and it's harmless",
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      "text": "Prescriber #6: Physician in private and academic practice in Philadelphia, large practice with five sleep doctors but only 5 Wakix patients among them. No new patient starts in 6 months; “I think that this drug is a little ‘meh’; no buzz or enthusiasm among sleep doctors; “I haven’t had a single patient who said, oh my god, this is so much better”; always part of a cocktail – “never been a first line and even the sales rep told me actually they didn’t promote it that way”; reimbursement pressure has “gotten tighter” in the last 6 months.",
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      "text": "Prescriber #5: Neurologist in private practice in New York with 70-80 narcolepsy patients. Has 15-20 patients on Wakix, the most we encountered by a non-speaker for Harmony, of which half have discontinued; third or fourth line medication in a crowded field; doesn’t even think it works and dispenses it just to offer patients something – “I know it doesn’t fully work. It’s just part of the cocktail, and it’s harmless”; reimbursement is “harrowing...it’s a bunch of hurdles”; no buzz in the field and “a lot of doctors think it’s a waste of money”; partner in his practice won’t prescribe it as he doesn’t “think it works at all.”",
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      "text": "Prescriber #8: Private practice doctor in Alabama who states he may be Harmony’s top prescriber in the US with 100 patients on Wakix, and that he’s one of their top speakers and “has played a big role personally” in educating doctors nationally about the drug. “Aggressive” in offering Wakix to every narcoleptic, yet indicated the drug is not “a game changer,” with merely a subtle effect at best and is only “adjunctive” on top of a cocktail of other drugs. Thinks Harmony’s market opportunity is saturated and Wakix growth will be limited from here. States he’s so unconcerned about side effects that he doesn’t run any lab work – “I do not run EKG’s”; “I don’t check lab work” – and that he has no idea how much the drug costs.",
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      "text": "Prescriber #7: Physician in the New York/CT area who is a speaker and one of Harmony’s highest volume prescribers, scaling patients right away after FDA approval. We note his atypical prescribing patterns and promotionalism versus physicians who are not speakers. Has ~100 active narcolepsy patients and has put a third on Wakix: “I really, really liked what I saw”; “I had no hesitation to use the medicine”; “it works really, really well.” Often uses it as a standalone medication, in contrast to all other doctors we spoke to – including other speakers, who only use it as 3rd or 4th line in a cocktail. However, he stated insurance has recently become onerous to the point it’s turning off prescribers: “it’s been harder...I’ve been writing more letters and appeals...pain in the ass to prescribe”; “the fellows...say...it’s just so much easier to prescribe modafinil.”",
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      "text": "I know it doesn't fully work. It's just part of the cocktail, and it's harmless — Prescriber #5. I think that this drug is a little 'meh' — Prescriber #6. I haven't had a single patient who said, oh my god, this is so much better — Prescriber #6. it's been harder...I've been writing more letters and appeals...pain in the ass to prescribe — Prescriber #7. I do not run EKG's — Prescriber #8.",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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